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Showing 5161 - 5170 of 9284 results for "wealth"

Class joins forces with bank

JAMIE WILLIAMSON  |  MONDAY, 28 NOV 2016
... Class will now receive a direct-connect data feed from the bank's savings, transaction and term deposit accounts in its wealth accounting software for SMSF and non-SMSF portfolios; creating business efficiencies, such as automation of data entry. HSBC ...

Bank inquiry recommends breaking big four oligopoly

ALEX BURKE  |  FRIDAY, 25 NOV 2016
... holders' internal dispute resolution schemes. ASIC was also tasked with establishing an annual public reporting regime for the wealth management industry to provide regular insight into the quality of financial advice and misconduct in the provision ...

OneVue hires former YBR wealth CEO

ALEX BURKE  |  FRIDAY, 25 NOV 2016
OneVue has appointed a new executive general manager, wealth management services. Matt Lawler joins OneVue from Yellow Brick Road, where he was chief executive, wealth management. Lawler resigned from YBR in July having worked there for five years. ...

Make advice go viral

JAMIE WILLIAMSON  |  FRIDAY, 25 NOV 2016
... is ever increasing, with the societal expectation surrounding it now equal to that of having a mobile phone, said Verse Wealth's Corey Wastle. Wastle provided delegates at the 2016 FPA Professionals Congress with insights as to how they can harness the ...

Morningstar hires insto business development head

ALEX BURKE  |  THURSDAY, 24 NOV 2016
... Morningstar. "His skills, experience, and relationships enable him to make a significant contribution to dealer groups and wealth management firms that use our investment solutions to add value to their business, and help their investor clients achieve ...

FPA recognises industry excellence

JAMIE WILLIAMSON  |  THURSDAY, 24 NOV 2016
... outstanding and a testament to his work." The FPA Financial Planner AFP of the Year Award went to Cody Harmon of Meridian Wealth Management, who said the award is a result of having worked hard towards perfecting all aspects of his advice offering. "I ...

New director for MyState

JAMIE WILLIAMSON  |  TUESDAY, 22 NOV 2016
... Energy Market Operator and the Tasmanian Water and Sewerage Corporation. MyState chairman Miles Hampton said the banking and wealth management group is pleased with Krieger's appointment. "Sibylle brings to the board a legal background and extensive ...

ASIC bans former AMP adviser

KERRIE SYDEE  |  MONDAY, 21 NOV 2016
... to clients. ASIC deputy chair Peter Kell said: "ASIC is committed to raising standards of conduct and compliance in the wealth management industry and will act to remove advisers who engage in misleading conduct." McCarthy has the right to appeal to ...

BlackRock to combine insto and retail distribution teams

ALEX BURKE  |  MONDAY, 21 NOV 2016
... explained: "A foundation of risk and investment management positions BlackRock well to work with institutional clients and wealth practices alike, as they strive to meet regulatory guidelines, cope with a lower-return environment and help their clients ...

HSBC expands private wealth business

DARREN SNYDER  |  FRIDAY, 18 NOV 2016
... and meeting our customers' needs." Matthews and his private banking team will collaborate with HSBC's retail banking and wealth management businesses, as well as global banking and markets and commercial banking. The team will also facilitate introductions ...